Western Regional Collections Specialist

Position Summary

• The Regional Collections Specialist will perform multiple tasks to support regional account
• receivable functions, with an emphasis on collection activities. This position will
• demonstrate a solid understanding of accounts receivable functions and will successfully
• apply AR understanding to execute all aspects of the job, including reviewing customer
• invoices, documenting and applying payments, and performing reconciliation activities to
• bank transactions and to MEI’s accounting system(s).

Essential Job Duties and Responsibilities

• Call / contact customers regarding past due accounts. Conducting a large volume of

calls daily and logging call information is expected.

• Perform collection duties and document all collection related communication for the

region.

• Document all tasks and notes in Microsoft D365.
• Prepare analysis of accounts to include accounting allocations to regional offices and

multiple departments.

• Work with regional accounting manager, accounting supervisors, and corporate AR to

escalate collections as needed.

• Evaluate and advise management on when to write off bad debts on customer

accounts.

• Research and collaborate with regional sales team to build awareness and

understanding of customer needs and expectations to aid in delivering the highest

level of quality service.

• Work with project managers and others as needed to provide backup documentation

to customers.

• Monitor accounts across assigned geographical region to ensure payments and cash

receipts are received, recorded, and up to and date.

• Research and resolve invoice discrepancies and issues. Report discrepancies as

necessary.

• Assist with month-end closing procedures and month end deadlines.
• Produce monthly reports to designated accounting and sales personnel. Maintain

accurate historical records electronically. Prepare ad hoc reports as necessary or

requested.

• Maintain confidentiality of organizational and customer information and processes.
• Identify, research, and ensure the timely processing of payments, errors, and

corrections. Coordinate with customers and others to resolve discrepancies

effectively, completely, and correctly.

• Understand and administer the lien process utilizing Levelset.
• Perform all other duties as necessary or assigned.

Minimum Qualifications (Experience, Skills, and Education)

• High school diploma or equivalent necessary.
• Minimum of two (2) years’ collections experience, including cold-calling and high[1]volume calling experience.
• Minimum of two (2) years of demonstrated experience working with professional

accounting software, (Microsoft Dynamics 365, Sage, SAP, QuickBooks).

• Minimum of two (2) years of experience working in MS Office applications with strong

proficiency in Excel.

• Solid understanding of accounts receivable processes and best practices; prior AR

experience preferred.

• Knowledge of Generally Accepted Accounting Principles (GAAP) preferred.
• Excellent teamwork and problem-solving skills; good time-management skills and

works to meet time-sensitive deadlines.

• Can maintain confidentiality; acts with integrity, uses discretion and good judgement

with sensitive matters and safeguarding confidential information.

• Strong collection experience; comfortable with cold-calling and collection efforts.

Ability to remain calm and professional and represent MEI well with customer

relations.

Physical Requirements and Working Conditions

• Normal climate-controlled office environment including constant sedentary work at a
• computer terminal. Will use hands / arms to reach, grasp, type, use a mouse and
• keyboard, and cellular or office telephone. Uses senses involving sight, touch, and audio.
• May occasionally walk on concrete floors or over uneven terrain or slick surfaces to
• access work areas. May occasionally move and/or lift items up to 20 pounds. This is a
• full-time position; the typical hours are Monday – Friday, 8:00 a.m. to 5:00 p.m.

Additional Requirements

• Must be able to work in a high functioning team environment. Display the highest levels of
• honesty, integrity, and professionalism. Take pride in your work and in the company.
• Communicate openly and strive for peak performance in daily tasks. Know and deliver the
• quality service MEI’s customers have come to expect.
• Disclaimer: This job description is intended to summarize the type and level of work
• performed by a Regional Collections Specialist and is not an exhaustive list of all duties,
• responsibilities, and/or requirements. MEI reserves the right to change or modify this job
• description or the essential duties of the job, as necessary.
• MEI is an Equal Opportunity, M/F/Disabled/Vet Preferred Employer.